{"id":66634,"date":"2024-04-23T12:43:49","date_gmt":"2024-04-23T04:43:49","guid":{"rendered":"https:\/\/oihelp.corporate.ifs.com\/help\/?page_id=66634"},"modified":"2024-06-27T12:17:15","modified_gmt":"2024-06-27T04:17:15","slug":"entry-components-4-8","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-studio\/controls\/entries\/entry-components-4-8\/","title":{"rendered":"Entry Components (4.8)"},"content":{"rendered":"\n<p class=\"left-bar\">This article applies to version 4.8.0 and later of P2 Explorer. Note, some screenshots on this page may be of earlier versions. For the latest help, see <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-studio\/controls\/entries\/\">Entry Components.<\/a><\/p>\n<h2 class=\"page-subheading\">Overview<\/h2>\n<p class=\"overview\">The entry components (Log Entry, Case Entry, and General Entry) allow users to make entries in a workbook. These components are part of Shift Log, and are configured in exactly the same way. There are minor differences in the way the components are used, but configuration is the same.<\/p>\n<p class=\"intro-text\">Explorer\u2019s <em>Entries<\/em> subsystem is the cornerstone of our \u2018single event\u2019 philosophy. An entry is a record that connects data in such a way that it can be accessed by different P2 Explorer modules, such as Shift Log, Sentinel, and A-Plus. This means that an event in Sentinel can also be shared as an event in A-Plus, Case Management, and Shift Log. This results in a seamless user experience for the end user, team collaboration resulting in less double-handling of data, and contributing to better decision-making.<\/p>\n<p class=\"intro-text\">In Shift Log terms, when an operator makes an entry, they are filling in part of the story. Another user in Case Management (for example) may pick up that entry and add further information to it, building upon the foundation until the full picture emerges.<\/p>\n<p class=\"intro-text\">The following diagram shows a Log Entry being configured:<\/p>\n<p class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/gen-entry-overview.png\" rel=\"lightbox-0\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45527\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/gen-entry-overview.png\" alt=\"\" width=\"912\" height=\"277\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/gen-entry-overview.png 912w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/gen-entry-overview-768x233.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/gen-entry-overview-150x46.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/gen-entry-overview-600x182.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/gen-entry-overview-48x15.png 48w\" sizes=\"auto, (max-width: 912px) 100vw, 912px\" \/><\/a><\/p>\n<p class=\"intro-text\">The Log Entry, Case Entry, and General Entry components all have the following configuration options.<\/p>\n<table>\n<tbody>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"padding-left: 5px;\" width=\"130\"><strong>Table Title<\/strong>:<\/td>\n<td>The text that is to be displayed in the table header.<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"padding-left: 5px;\"><strong>Entry Form<\/strong>:<\/td>\n<td>The Form against which entries are being saved. This contains the fields than will be displayed in the table.<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"padding-left: 5px;\"><strong>Sort By<\/strong>:<\/td>\n<td>By default, the entries are shown according to the created date (or event time for log entries). You can change this to sort by another field or in reverse order.<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"padding-left: 5px;\"><strong>Group By<\/strong>:<\/td>\n<td>By default, entries are shown in a flat list. You can choose a named list from the chosen Form by which to group the entries. This grouping is similar to the \"topics\" in previous versions of Shift Log.<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"padding-left: 5px;\"><strong>Filters<\/strong>:<\/td>\n<td>Filter the data shown in the table according to your criteria on the available fields.<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"padding-left: 5px;\"><strong>Columns<\/strong>:<\/td>\n<td>Reorder the columns in the table, change their width or label, or hide them.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3>What Type of Entry Should I Configure?<\/h3>\n<p class=\"intro-text\">The three different types of entries are designed for different things - they are similar, but different. They are designed for different purposes, and have different default fields. However all entry types can have any number of fields in addition to the default fields.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/SL-components.png\" rel=\"lightbox-1\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-44873\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/SL-components.png\" alt=\"\" width=\"195\" height=\"204\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/SL-components.png 195w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/SL-components-143x150.png 143w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/SL-components-46x48.png 46w\" sizes=\"auto, (max-width: 195px) 100vw, 195px\" \/><\/a><\/p>\n<p class=\"intro-text\">Here's a quick guide to help you understand the difference:<\/p>\n<table style=\"border-collapse: collapse; width: 100%;\">\n<tbody>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 17.3958%;\">\u00a0<\/td>\n<td style=\"width: 28.4375%;\"><strong>Log Entry<\/strong><\/td>\n<td style=\"width: 25.5209%;\"><strong>General Entry<\/strong><\/td>\n<td style=\"width: 28.6458%;\"><strong>Case Entry<\/strong><\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 17.3958%;\"><strong>Purpose<\/strong><\/td>\n<td style=\"width: 28.4375%;\">\n<p>Designed to be contained within a shift. The Event Time determines what shift these entries will appear in.<\/p>\n<p class=\"note\" style=\"font-size: 12px !important;\">A maximum of 200 entries can be displayed in a log table.<\/p>\n<\/td>\n<td style=\"width: 25.5209%;\">These entries will appear in a workbook until they are closed. They are not tied to a shift.<\/td>\n<td style=\"width: 28.6458%;\">These are similar to general entries in that they will appear in a workbook until they are closed. However they will also appear in Case Management.\u00a0<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 17.3958%;\"><strong>Default Fields<\/strong><\/td>\n<td style=\"width: 28.4375%;\">\n<ul>\n<li>Description<\/li>\n<li>Event Time<\/li>\n<\/ul>\n<\/td>\n<td style=\"width: 25.5209%;\">\n<ul>\n<li>Assigned To<\/li>\n<li>Closed Date<\/li>\n<li>Description<\/li>\n<li>Status<\/li>\n<li>Time Open<\/li>\n<\/ul>\n<\/td>\n<td style=\"width: 28.6458%;\">\n<ul>\n<li>Assigned To<\/li>\n<li>Category<\/li>\n<li>Closed Date<\/li>\n<li>Description<\/li>\n<li>Due Date<\/li>\n<li>Entity<\/li>\n<li>Priority<\/li>\n<li>Procedure<\/li>\n<li>Status<\/li>\n<li>Time Open<\/li>\n<li>Title<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p class=\"intro-text\">In addition to the above default fields, all entries also contain the following system fields:<\/p>\n<ul class=\"intro-text\">\n<li>Created By<\/li>\n<li>Created Date<\/li>\n<li>ID<\/li>\n<li>Last Modified By<\/li>\n<li>Last Modified Date<\/li>\n<\/ul>\n<h3>Forms<\/h3>\n<p class=\"left-bar\">Prerequisite: Before configuring this component, the Form from where the component will get its data must have already been configured.\u00a0 For details, see <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/entries\/forms\/\">Forms<\/a>.\u00a0<\/p>\n<p class=\"intro-text\">When configuring a Log Entry, Case Entry, or General Entry, you need to specify a Log Entry Form, Case Entry Form, or General Entry Form. The form determines:<\/p>\n<ul>\n<li class=\"intro-text\">The fields that apply to the entry.<\/li>\n<li class=\"intro-text\">The schema the entry is saved to.\u00a0<\/li>\n<\/ul>\n<p class=\"intro-text\">Forms can be used in more than one component, which means that the forms are shared - and the entries stored against the form can also be shared among workbooks. You can apply <strong>filters<\/strong> to shared forms to restrict the entries to a certain type.<\/p>\n<p class=\"intro-text\">For example, you could have a single form for HSE issues, and use that form in workbooks for Area 1, Area 2, and Area 3. You can then filter the form to only show entries for the relevant area, while retaining a master list in yet another workbook for the HSE manager who overseas all of the those issues. You can filter the form on any field that the form contains, and you can add multiple filters if desired.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/filter-area.png\" rel=\"lightbox-2\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45526\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/filter-area.png\" alt=\"\" width=\"353\" height=\"319\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/filter-area.png 353w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/filter-area-150x136.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/filter-area-48x43.png 48w\" sizes=\"auto, (max-width: 353px) 100vw, 353px\" \/><\/a><\/p>\n<hr \/>\n<h2 class=\"page-subheading\"><span id=\"Tutorial\">Tutorial: Setting up an HSE Log for Area 1<\/span><\/h2>\n<p class=\"note\">If you're unfamiliar with the process of building pages, read the article\u00a0<a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-create-your-first-page\/building-an-explorer-page\/\">Building an Explorer Page<\/a>.<\/p>\n<p class=\"intro-text\">The Case Entry component allows operators to enter issues that will also appear in <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/cases\/case-overview\/\">Case Management<\/a>, which enables them to be tracked and managed. In this tutorial, we\u2019ll show you how to configure the Case Entry component in a workbook to display HSE issues for a specific part of the plant. At the end of the tutorial, your workbook should look something like this:<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/hse-workbook.png\" rel=\"lightbox-3\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45532\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/hse-workbook.png\" alt=\"\" width=\"997\" height=\"318\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/hse-workbook.png 997w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/hse-workbook-768x245.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/hse-workbook-150x48.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/hse-workbook-600x191.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/hse-workbook-48x15.png 48w\" sizes=\"auto, (max-width: 997px) 100vw, 997px\" \/><\/a><\/p>\n<p class=\"intro-text\">Let\u2019s go through this process, step-by-step.<\/p>\n<p class=\"left-bar\"><strong>Note<\/strong>: This configuration assumes the Hazards and Safety form has already been set up.<\/p>\n<p class=\"intro-text\">\u00a0<\/p>\n<p class=\"intro-text\"><strong>Step 1. Create a new Workbook<\/strong><\/p>\n<p class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/new-workbook.png\" rel=\"lightbox-4\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-44882\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/new-workbook.png\" alt=\"\" width=\"844\" height=\"111\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/new-workbook.png 844w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/new-workbook-150x20.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/new-workbook-600x79.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/new-workbook-768x101.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/new-workbook-48x6.png 48w\" sizes=\"auto, (max-width: 844px) 100vw, 844px\" \/><\/a><\/p>\n<p id=\"WB1\" class=\"intro-text\">Click the <strong>New Workbook <\/strong>button on the Home tab of the ribbon, and then click <strong>Add New Page<\/strong>.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/add-new-page.png\" rel=\"lightbox-5\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44883 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/add-new-page-e1573700094875.png\" alt=\"\" width=\"1080\" height=\"369\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/add-new-page-e1573700094875.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/add-new-page-e1573700094875-150x51.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/add-new-page-e1573700094875-600x205.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/add-new-page-e1573700094875-768x262.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/add-new-page-e1573700094875-48x16.png 48w\" sizes=\"auto, (max-width: 1080px) 100vw, 1080px\" \/><\/a><\/p>\n<p class=\"intro-text\">A Grid layout is added automatically with a row and column spacing of 10.<\/p>\n<ul class=\"intro-text\">\n<li>For this exercise, we'll remove one of the rows so we only have one row and one column.<\/li>\n<\/ul>\n<p class=\"left-bar\">Related: <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-studio\/controls\/grid-layout\/\" data-slimstat-clicked=\"false\" data-slimstat-type=\"2\" data-slimstat-tracking=\"false\" data-slimstat-callback=\"false\" data-slimstat-async=\"false\">Grid Layout tutorial<\/a><\/p>\n<p class=\"intro-text\">\u00a0<\/p>\n<p class=\"intro-text\"><strong>Step 2. Add the Case Entry Component<\/strong><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/add-case-component.png\" rel=\"lightbox-6\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45528\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/add-case-component.png\" alt=\"\" width=\"1296\" height=\"423\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/add-case-component.png 1296w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/add-case-component-768x251.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/add-case-component-150x49.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/add-case-component-600x196.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/add-case-component-1080x353.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/add-case-component-1280x418.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/add-case-component-48x16.png 48w\" sizes=\"auto, (max-width: 1296px) 100vw, 1296px\" \/><\/a><\/p>\n<p class=\"intro-text\">Drag and drop the Case Entry component onto a grid cell. The entry components are in the Shift Log <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/workbook-icon.png\" rel=\"lightbox-7\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-44885\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/workbook-icon.png\" alt=\"\" width=\"14\" height=\"12\" \/><\/a>\u00a0group.<\/p>\n<p class=\"intro-text\">\u00a0<\/p>\n<p class=\"intro-text\"><strong>Step 3. Configure the Case Entry<\/strong><\/p>\n<p class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/case-entry-options-1.png\" rel=\"lightbox-8\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45530\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/case-entry-options-1.png\" alt=\"\" width=\"912\" height=\"282\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/case-entry-options-1.png 912w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/case-entry-options-1-768x237.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/case-entry-options-1-150x46.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/case-entry-options-1-600x186.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/case-entry-options-1-48x15.png 48w\" sizes=\"auto, (max-width: 912px) 100vw, 912px\" \/><\/a><\/p>\n<p class=\"intro-text\">In this example, we want the Case Entry to only show entries for Area 1. Configure the Case Entry as follows.<\/p>\n<div>\n<p class=\"intro-text\"><strong>Configure the Options<\/strong>:\u00a0<\/p>\n<ul class=\"intro-text\">\n<li>In the Options tab in the editor, fill in the fields as follows:<\/li>\n<\/ul>\n<table style=\"width: 100.104%;\">\n<tbody>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"padding-left: 5px; width: 120px;\"><strong>Field<\/strong><\/td>\n<td style=\"width: 120px;\"><strong>Enter this<\/strong><\/td>\n<td style=\"width: 631px;\"><strong>Notes<\/strong><\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"padding-left: 5px; width: 120px;\"><strong>Table Title<\/strong><\/td>\n<td style=\"width: 120px;\">Health, Safety and Environment<\/td>\n<td style=\"width: 631px;\"><i>The preview will update on the fly as you type this in.<\/i><\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"padding-left: 5px; width: 120px;\"><strong>Case Entry Form<\/strong><\/td>\n<td style=\"width: 120px;\">Hazards and Safety<\/td>\n<td style=\"width: 631px;\"><em>Select this from the drop-down list. Note that if this form is already being used elsewhere, those entries will be appear in the preview.<\/em><\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"padding-left: 5px; width: 120px;\"><strong>Sort By<\/strong><\/td>\n<td style=\"width: 120px;\">Priority<\/td>\n<td style=\"width: 631px;\"><em>Select this from the drop-down list. By default, sort order is from lowest to highest or Z-A. Click the buttons to the right to toggle the sort order.<\/em><\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"padding-left: 5px; width: 120px;\"><strong>Group By<\/strong><\/td>\n<td style=\"width: 120px;\">Safety Category<\/td>\n<td style=\"width: 631px;\"><em>Select this from the drop-down list. By default, entries are ungrouped. If there are no entries, or an entry does not have a Safety Category filled in, then the entry will appear under \"Ungrouped Entries\".<\/em><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p class=\"intro-text\"><strong>Configure the Filters<\/strong>:<\/p>\n<ul class=\"intro-text\">\n<li>Click the <strong>Filters<\/strong> tab.<\/li>\n<li>Click the <strong>+ New Filter<\/strong> button.<\/li>\n<li>Fill in the fields as follows (note that the preview updates on the fly):<\/li>\n<\/ul>\n<\/div>\n<table style=\"width: 100.104%;\">\n<tbody>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"padding-left: 5px; width: 142px;\"><strong>Field<\/strong><\/td>\n<td style=\"width: 200px;\"><strong>Enter this<\/strong><\/td>\n<td style=\"width: 617px;\"><strong>Notes<\/strong><\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"padding-left: 5px; width: 142px;\"><strong>Field<\/strong><\/td>\n<td style=\"width: 200px;\">Area<\/td>\n<td style=\"width: 617px;\"><em>Select this from the drop-down list. All fields included in the form are listed here. Note that you cannot filter on multi-line text fields.<\/em><\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"padding-left: 5px; width: 142px;\"><strong>Comparison<\/strong><\/td>\n<td style=\"width: 200px;\">=<\/td>\n<td style=\"width: 617px;\"><em>The available operators depend on the type of field that is selected.<\/em><\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"padding-left: 5px; width: 142px;\"><strong>Compare To<\/strong><\/td>\n<td style=\"width: 200px;\">Area 1<\/td>\n<td style=\"width: 617px;\"><em>Select this from the drop-down list. The options available for the field are configured in Server Management.<\/em><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/filter-area.png\" rel=\"lightbox-2\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45526\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/filter-area.png\" alt=\"\" width=\"353\" height=\"319\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/filter-area.png 353w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/filter-area-150x136.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/filter-area-48x43.png 48w\" sizes=\"auto, (max-width: 353px) 100vw, 353px\" \/><\/a><\/p>\n<div>\n<p class=\"intro-text\"><strong>Configure the Columns<\/strong>:<\/p>\n<p class=\"intro-text\">Although the field properties have a default configuration when they are added to the form, you can also tweak how the fields appear in the table for this specific workbook. Note that changes will appear in the preview on the fly.<\/p>\n<ul class=\"intro-text\">\n<li>Drag and drop a card to change the order of the columns in the table.\u00a0<\/li>\n<li>Click the top of the card to expand or collapse it, so you can make other changes.\n<ul class=\"intro-text\">\n<li><strong>Label<\/strong>: Change the name of the column in the table.<\/li>\n<li><strong>Width<\/strong>: Change how wide the table column should be when the page loads.\u00a0<\/li>\n<li><strong>Hide in Table<\/strong>: Select the check box if you don't want the column to appear in the table.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/drag-drop-entry.png\" rel=\"lightbox-10\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45531\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/drag-drop-entry.png\" alt=\"\" width=\"677\" height=\"425\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/drag-drop-entry.png 677w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/drag-drop-entry-150x94.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/drag-drop-entry-600x377.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/drag-drop-entry-48x30.png 48w\" sizes=\"auto, (max-width: 677px) 100vw, 677px\" \/><\/a><\/p>\n<\/div>\n<p class=\"intro-text\"><strong>Step 5. Save the Workbook<\/strong><\/p>\n<p class=\"intro-text\">When you save the workbook, you will also be saving the page along with it.\u00a0 The workbook, and associated pages, are saved to a <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-getting-started\/explorer-workspaces\/\">workspace<\/a> and inherit that workspace's permissions.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/save-wb-ribbon.png\" rel=\"lightbox-11\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-44893\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/save-wb-ribbon.png\" alt=\"\" width=\"523\" height=\"111\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/save-wb-ribbon.png 523w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/save-wb-ribbon-150x32.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/save-wb-ribbon-48x10.png 48w\" sizes=\"auto, (max-width: 523px) 100vw, 523px\" \/><\/a><\/p>\n<p class=\"intro-text\">In the Workbook Studio ribbon, click <strong>Save Workbook<\/strong>.<\/p>\n<ul class=\"intro-text\">\n<li>As you do when saving a page, specify the <strong>Name<\/strong> of the workbook and the <strong>Workspace<\/strong> it should belong to.<\/li>\n<li>If you have an unsaved page in the workbook, you will also be asked to name the page. Note that the name cannot be the same as an existing page in the workspace (so you cannot have 2 pages called HSE in 2 different workbooks in the same workspace).<\/li>\n<\/ul>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/save-workbook.png\" rel=\"lightbox-12\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-44892\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/save-workbook.png\" alt=\"\" width=\"536\" height=\"337\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/save-workbook.png 536w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/save-workbook-150x94.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/save-workbook-48x30.png 48w\" sizes=\"auto, (max-width: 536px) 100vw, 536px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p class=\"intro-text\"><strong>Step 6. Workbook Settings<\/strong><\/p>\n<p class=\"intro-text\">Workbook settings allow you to specify which shift pattern to use and who has access to the workbook.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/settings-wb-ribbon.png\" rel=\"lightbox-13\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-44904\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/settings-wb-ribbon.png\" alt=\"\" width=\"590\" height=\"111\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/settings-wb-ribbon.png 590w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/settings-wb-ribbon-150x28.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/settings-wb-ribbon-48x9.png 48w\" sizes=\"auto, (max-width: 590px) 100vw, 590px\" \/><\/a><\/p>\n<p class=\"intro-text\">In the Workbook Studio ribbon, click <strong>Settings<\/strong>.<\/p>\n<ul class=\"intro-text\">\n<li><strong>Name<\/strong>: The name of the workbook - you can change this if you need to rename the workbook.<\/li>\n<li><strong>Site<\/strong>: The name of the site this workbook applies to. The selection list is configured in P2 Server Management. You need to select a site and shift pattern for the shift picker to understand what shift periods to show.<\/li>\n<li><strong>Shift Pattern<\/strong>: The Shift Pattern from the selected site that you want the Shift Picker to show.<\/li>\n<li><strong>Handover Report Page<\/strong>: The page in the workbook that has been configured to be the shift handover report. This must have a Handover Report component configured on it. If no handover report is configured, the print button on the workbook header will remain inactive.<\/li>\n<li><strong>Privileges<\/strong>: A workbook inherits its permissions from the workspace it was saved in. If required, you can override the privileges here, and you can also add a new user to a role directly from this screen (if you have Security Admin privileges).<\/li>\n<\/ul>\n<p class=\"intro-text\">When you have finished, click<strong> Finish Workbook<\/strong> in the Workbook Studio ribbon.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/wb-settings1.png\" rel=\"lightbox-14\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-44907\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/wb-settings1.png\" alt=\"\" width=\"855\" height=\"497\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/wb-settings1.png 855w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/wb-settings1-150x87.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/wb-settings1-600x349.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/wb-settings1-768x446.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/wb-settings1-48x28.png 48w\" sizes=\"auto, (max-width: 855px) 100vw, 855px\" \/><\/a><\/p>\n<p class=\"left-bar\">Related: <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/security\/locking-down-an-object\/\">Locking Down an Object<\/a><\/p>\n<p>&nbsp;<\/p>\n<p class=\"intro-text\"><strong>Step 7. All done!<\/strong><\/p>\n<p class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/hse-workbook.png\" rel=\"lightbox-3\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45532\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/hse-workbook.png\" alt=\"\" width=\"997\" height=\"318\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/hse-workbook.png 997w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/hse-workbook-768x245.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/hse-workbook-150x48.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/hse-workbook-600x191.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/hse-workbook-48x15.png 48w\" sizes=\"auto, (max-width: 997px) 100vw, 997px\" \/><\/a><\/p>\n<p class=\"intro-text\">Congratulations! You now have a workbook with an HSE Log that will only show you HSE issues for Area 1.<\/p>\n<ul class=\"intro-text\">\n<li>Click the Shift Picker to see the configured shifts.<\/li>\n<li>Click the <strong>+<\/strong> button in the top right of the entry component to add a new entry.<\/li>\n<li>Click the <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/filter-icon.png\" rel=\"lightbox-16\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-44901\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/11\/filter-icon.png\" alt=\"\" width=\"14\" height=\"13\" \/><\/a> filter button to apply further filters to the entry component.<\/li>\n<\/ul>\n<p class=\"left-bar\">Read more: How to <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/\">add or edit an entry,<\/a> <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/shift-log\/getting-started\/search-and-filter\/\">How to filter a log<\/a>\u00a0<\/p>\n<p class=\"intro-text\">\u00a0<\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Release History<\/h2>\n<ul class=\"intro-text\">\n<li class=\"overview\">Entry Components 4.8.0 (this release)<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The entry components (Log Entry, Case Entry, and General Entry) allow users to make entries in a workbook. These components are part of Shift Log, and are configured in exactly the same way. There are minor differences in the way the components are used, but configuration is the same. This article explains how to configure these components.<\/p>\n<p class=\"continue-reading-button\"> <a class=\"continue-reading-link\" href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-studio\/controls\/entries\/entry-components-4-8\/\">Read more<i class=\"crycon-right-dir\"><\/i><\/a><\/p>\n","protected":false},"author":29,"featured_media":44909,"parent":44316,"menu_order":206,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","_members_access_role":[],"_members_access_error":""},"categories":[11],"tags":[845,848,909],"class_list":["post-66634","page","type-page","status-publish","has-post-thumbnail","hentry","category-tutorial","tag-entry","tag-shift-log","tag-workbook-settings","Version-4-8-0","Product-shiftlog"],"_links":{"self":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/66634","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/users\/29"}],"replies":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/comments?post=66634"}],"version-history":[{"count":4,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/66634\/revisions"}],"predecessor-version":[{"id":67640,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/66634\/revisions\/67640"}],"up":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/44316"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media\/44909"}],"wp:attachment":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media?parent=66634"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/categories?post=66634"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/tags?post=66634"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}